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Accessing the Payment Portal Click here to access our Payment Portal https://www.financials360.net/payment-portal-financials-360/ and select Payment Portal Access & Login. Next, login with your email address and password or select a social login (Google/Microsoft). Adding a new Payment Method To add a new payment method, navigate to the Payment Details page and select +Add new card or +Add new bank account. If you are adding a Bank Account (ACH) payment method, we HIGHLY recommend that you reach out to your bank to have Company ID 8263863381 whitelisted for debits/credits.  If an ACH failure occurs as a result of the Company ID not being whitelisted, a Returned Check Fee will be invoiced. Next, select the ellipse button (…) to the right of the newly added payment method and select Set as default. Updating Payment Methods To change from one saved payment method to another saved payment method, select the ellipse button (…) to the right of the payment method you'd like to start using and select Set as default. To

To invite Financials 360 to your QuickBooks Online account, login to your QuickBooks Online https://qbo.intuit.com account and select Settings (Gear Icon) > Manage users. Next, select the Accounting Firms tab and select Invite. To invite Financials 360, select Enter my accountant's firm ID, enter 9130348474957636, and select Save. If you don't have an option to send an invite to a firm ID, select Enter my accountant's email, enter a First Name of Financials, Last Name 360, and an Email of [email protected].  Then select Save.